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HSBC Low Duration Fund - Regular Annual IDCW HSBC Low Duration Fund - Regular Annual IDCW

HSBC Low Duration Fund - Portfolio Analysis

  • ₹10.6 (0.02%)

    Current NAV 06-12-2024

  • -0.76%

    Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Debt 98.83%
  • Others 0.86%

Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 98.83

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Financial

Energy

Sovereign

Communication

Construction

Diversified

Services

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
8.93% Power Grid Corporation Of India Ltd. 20/10/2026 Energy 6.41% - 0%
7.15% Small Industries Devp. Bank of India Ltd. 21/07/2025 Financial 6.26% - 0%
7.13% Power Finance Corporation Ltd. 08/08/2025 Financial 6.23% - 0%
8.6% Bharti Telecom Ltd. 05/12/2024 Communication 6.17% - 0%
7.79% REC Ltd. 29/11/2025 Financial 6.14% - 0%
GOI% 22/09/2033 Sovereign 6.13% - 0%
ONGC Petro Additions Ltd.% 11/04/2025 Energy 6.06% - 0%
5.23% National Bank For Agriculture & Rural Development 31/01/2025 Financial 5.93% - 0%
Panatone Finvest Ltd% 183-D 19/07/2024 Financial 5.87% - 0%
ICICI Bank Ltd.% 31/01/2025 Financial 5.64% - 0%
Kotak Mahindra Bank Ltd.% 05/02/2025 Financial 5.64% - 0%
Bank Of Baroda% 20/02/2025 Financial 5.62% - 0%
Punjab National Bank% 11/03/2025 Financial 4.48% - 0%
6.7% DLF Cyber City Developers Ltd. 30/09/2024 Construction 3.66% - 0%
Reserve Bank of India% 182-D 12/09/2024 Financial 3.49% - 0%
HDFC Bank Ltd.% 28/02/2025 Financial 3.37% - 0%
11.6% Hinduja Leyland Finance Ltd. 29/09/2024 Financial 3.24% - 0%
9.1% Phoenix ARC Pvt Ltd. 21/02/2025 Diversified 3.04% - 0%
7.61% LIC Housing Finance Ltd. 30/07/2025 Financial 2.51% - 0%
7.38% GOI 20/06/2027 Sovereign 1.23% - 0%
5.63% GOI 12/04/2026 Sovereign 1.17% - 0%
Andhra Pradesh Expressway Ltd.% 15/10/2024 Services 0.53% - 0%
Others Others 0.01% - 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.86

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.61% - 0%
Others Others -1.75% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for HSBC Low Duration Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for HSBC Low Duration Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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